Monterey Private Wealth, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 53,003 shares of USMV stock, worth $4.78 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
53,003
Previous 60,028
11.7%
Holding current value
$4.78 Million
Previous $5.02 Million
11.3%
% of portfolio
1.67%
Previous 2.02%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.92 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.45 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$885 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$541 Million1.63% of portfolio